Core Insights - Qualys, Inc. (QLYS) is set to report its second-quarter 2025 earnings on August 5, with expected revenues between $159.7 million and $162.7 million, reflecting an 8.4% increase from the previous year's $148.7 million [1][9] - The company anticipates non-GAAP earnings per share (EPS) in the range of $1.40 to $1.50, with the consensus estimate remaining at $1.47, indicating a 3.3% decline from last year's $1.52 [2][9] - Qualys has a strong track record of exceeding earnings estimates, achieving an average surprise of 16.6% over the last four quarters [2] Revenue Drivers - The demand for security and networking products is expected to boost Qualys' performance, driven by the hybrid working trend and accelerated digital transformations [3] - Qualys' subscription-based business model provides stability and is projected to support durable top-line growth, maintaining strong cash flow and profitability [4] - The company has successfully closed several six-figure deals, which is likely to continue contributing positively to its revenue [5] Potential Challenges - The global economic slowdown and geopolitical issues have led enterprises to delay large IT spending, which may negatively impact Qualys' financial performance [6] - Customer transitions from Qualys to Microsoft Defender and TotalCloud CNAPP could also affect the company's top-line results [6] Earnings Prediction Model - The Zacks model indicates that Qualys does not have a definitive prediction for an earnings beat this season, as it holds a Zacks Rank 3 and an Earnings ESP of 0.00% [7]